Civic Intelligence

Trustees of the MID Atlantic Regional Health Fund

990 • Fiscal year 2019 • EIN 25-1347607

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization ProfileN/A

View Organization Page

5735 Industry Lane Bldg C No 101Frederick, MD 21704

(410) 659-2191

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.18x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-6.8%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,312,204

Up $250,966 (+12%) from 2018

Net Assets

Up

$2,287,740

Up $250,645 (+12%) from 2018

Liabilities

Up

$24,464

Up $321 (+1.3%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

Down

$136,931

Down $10,039 (-6.8%) from 2018

Expenses

Up

$133,258

Up $2,958 (+2.3%) from 2018

Net Income

Down

$3,673

Down $12,997 (-78%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,221,112Liabilities 2010: $30,990Net Assets 2010: $2,190,1222010Assets 2011: $2,209,673Liabilities 2011: $43,211Net Assets 2011: $2,166,4622011Assets 2012: $2,289,074Liabilities 2012: $80,367Net Assets 2012: $2,208,7072012Assets 2013: $2,347,100Liabilities 2013: $162,352Net Assets 2013: $2,184,7482013Assets 2014: $2,370,863Liabilities 2014: $272,390Net Assets 2014: $2,098,4732014Assets 2015: $2,055,655Liabilities 2015: $46,886Net Assets 2015: $2,008,7692015Assets 2016: $2,070,455Liabilities 2016: $50,115Net Assets 2016: $2,020,3402016Assets 2017: $2,212,488Liabilities 2017: $48,325Net Assets 2017: $2,164,1632017Assets 2018: $2,061,238Liabilities 2018: $24,143Net Assets 2018: $2,037,0952018Assets 2019: $2,312,204Liabilities 2019: $24,464Net Assets 2019: $2,287,7402019Assets 2020: $2,523,663Liabilities 2020: $25,552Net Assets 2020: $2,498,1112020Assets 2021: $2,617,703Liabilities 2021: $24,881Net Assets 2021: $2,592,8222021Assets 2022: $2,345,761Liabilities 2022: $37,721Net Assets 2022: $2,308,0402022Assets 2023: $2,586,119Liabilities 2023: $22,529Net Assets 2023: $2,563,5902023Assets 2024: $2,742,828Liabilities 2024: $10,034Net Assets 2024: $2,732,7942024

Highlighted filing

2019

Assets$2,312,204
Liabilities$24,464
Net Assets$2,287,740
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $407,8412010Expenses 2011: $499,4232011Expenses 2012: $599,4202012Revenue 2013: $453,221Expenses 2013: $617,925Net Income 2013: -$164,7042013Revenue 2014: $359,528Expenses 2014: $496,450Net Income 2014: -$136,9222014Revenue 2015: $226,620Expenses 2015: $232,345Net Income 2015: -$5,7252015Revenue 2016: $120,723Expenses 2016: $170,387Net Income 2016: -$49,6642016Revenue 2017: $150,007Expenses 2017: $160,032Net Income 2017: -$10,0252017Revenue 2018: $146,970Expenses 2018: $130,300Net Income 2018: $16,6702018Revenue 2019: $136,931Expenses 2019: $133,258Net Income 2019: $3,6732019Revenue 2020: $168,162Expenses 2020: $127,039Net Income 2020: $41,1232020Revenue 2021: $822,142Expenses 2021: $149,777Net Income 2021: $672,3652021Revenue 2022: $114,421Expenses 2022: $203,052Net Income 2022: -$88,6312022Revenue 2023: $221,206Expenses 2023: $203,311Net Income 2023: $17,8952023Revenue 2024: $314,542Expenses 2024: $195,619Net Income 2024: $118,9232024

Highlighted filing

2019

Revenue$136,931
Expenses$133,258
Net Income$3,673
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.1
Gross Receipts
$187,098
Mission and Program Overview

Mission

To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,032,411$2,288,836▲ $256,425
Rtn Earn Endowment Incm Other Fnds$2,037,095$2,287,740▲ $250,645
Savings and Temporary Cash Investments$13,337$13,370▲ $33
Accounts Receivable$5,100$6,010▲ $910
Cash and Non-Interest-Bearing Accounts$7,950$1,766▼ $6,184
Prepaid Expenses and Deferred Charges$1,363$1,389▲ $26
Land, Buildings, and Equipment, Net$1,077$833▼ $244
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,061,238$2,312,204▲ $250,966
Liabilities
Other Liabilities$14,943$15,264▲ $321
Accounts Payable and Accrued Expenses$9,200$9,200→ $0
Total Liabilities$24,143$24,464▲ $321
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,037,095$2,287,740▲ $250,645
Total Liabilities and Net Assets / Fund Balance$2,061,238$2,312,204▲ $250,966

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$833$4,708$5,541
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Patrick Jones SrChairperson
Joe SibaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$67,445
Investment Income
$69,486
Other Revenue
$0
Change in Net Assets
$3,673

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,931
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$246,972
Total Revenue per Audited Statements
$378,903
Total Revenue per Form 990
$136,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$33,506
Occupancy---$15,662
Fees for Services Accounting---$9,200
Fees for Services Legal---$5,000
Insurance---$3,705
Office Expenses---$2,061
Other Expenses---$1,500
All Other Expenses---$1,392
Depreciation Depletion---$244
Total Functional Expenses$0$0$0$133,258

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$133,258
Expenses per Audited Statements$128,258
Total Expenses per Audited Statements$128,258
Expenses Not Reported on Financial Statements$5,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Mid Atlantic Regional Joint Board$7,840
Estimated Unpaid Claims$7,424
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return was emailed to the fund's trustees for their review prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Annually, each trustee & administrator shall sign a statement affirming receipt of the conflict of interest policy, the fact that they understand the policy and that they have complied with the policy.”

Form 990, Part VI, Section B, Line 15

“The organization does not pay compensation to its top management or to key employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of the Mid Atlantic
EIN
25-1347607
Phone
4106592191
Address
5735 INDUSTRY LANE BLDG C NO 101, FREDERICK, MD 21704

Signing Officer

Name
Patrick N Jones Sr
Title
Chairman
Phone
4106202191
Signed
2020-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick N Jones Sr
Formed
1976
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Abdellatif Elmaghrabi
Phone
2125575666
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09200
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09200
IRS990/AccountsReceivableGrp/BOYAmt05100
IRS990/AccountsReceivableGrp/EOYAmt06010
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/AllOtherExpensesGrp/TotalAmt01392
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt033506
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FUND OFFICE
IRS990/BooksInCareOfDetail/PhoneNum04106592191
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05735 INDUSTRY LANE SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0FREDERICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021701
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt07950
IRS990/CashNonInterestBearingGrp/EOYAmt01766
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt033506
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt069486
IRS990/CYOtherExpensesAmt099752
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt067445
IRS990/CYRevenuesLessExpensesAmt03673
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0133258
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0136931
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0244
IRS990/Desc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09200
IRS990/FeesForServicesLegalGrp/TotalAmt05000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE SIBA
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK JONES SR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09833
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060000
IRS990/GrossReceiptsAmt0187098
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03705
IRS990/InvestmentIncomeGrp/ExclusionAmt059653
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059653
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02032411
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02288836
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04708
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01077
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0833
IRS990/LandBldgEquipCostOrOtherBssAmt05541
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050167
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02037095
IRS990/NetAssetsOrFundBalancesEOYAmt02287740
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09833
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0246972
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt015662
IRS990/OfficeExpensesGrp/TotalAmt02061
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED PAYROLL & REL
IRS990/OtherExpensesGrp/Desc1INVESTMENT MONITORING
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt053428
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherExpensesGrp/TotalAmt22560
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherLiabilitiesGrp/BOYAmt014943
IRS990/OtherLiabilitiesGrp/EOYAmt015264
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01389
IRS990/PrincipalOfficerNm0PATRICK N JONES SR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042056
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125389
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016860
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt081187
IRS990/PYOtherExpensesAmt0113440
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt065783
IRS990/PYRevenuesLessExpensesAmt016670
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0130300
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0146970
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03673
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02037095
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02287740
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013337
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013370
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0833
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04708
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05541
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05000
IRS990ScheduleD/ExpensesSubtotalAmt0128258
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0246972
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07424
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED UNPAID CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MID ATLANTIC REGIONAL JOINT BOARD
IRS990ScheduleD/RevenueNotReportedAmt0246972
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05000
IRS990ScheduleD/RevenueSubtotalAmt0131931
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0833
IRS990ScheduleD/TotalExpensesPerForm990Amt0133258
IRS990ScheduleD/TotalLiabilityAmt015264
IRS990ScheduleD/TotalRevenuePerForm990Amt0136931
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0378903
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0128258
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS EMAILED TO THE FUND'S TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, EACH TRUSTEE & ADMINISTRATOR SHALL SIGN A STATEMENT AFFIRMING RECEIPT OF THE CONFLICT OF INTEREST POLICY, THE FACT THAT THEY UNDERSTAND THE POLICY AND THAT THEY HAVE COMPLIED WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT PAY COMPENSATION TO ITS TOP MANAGEMENT OR TO KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02061238
IRS990/TotalAssetsEOYAmt02312204
IRS990/TotalAssetsGrp/BOYAmt02061238
IRS990/TotalAssetsGrp/EOYAmt02312204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133258
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024143
IRS990/TotalLiabilitiesEOYAmt024464
IRS990/TotalLiabilitiesGrp/BOYAmt024143
IRS990/TotalLiabilitiesGrp/EOYAmt024464
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02037095
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02287740
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt067445
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt069486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136931
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02061238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02312204
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05735 INDUSTRY LANE BLDG C NO 101
IRS990/USAddress/CityNm0FREDERICK
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021704
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK N JONES SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04106202191
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE MID ATLANTIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONAL HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0MIDA
ReturnHeader/Filer/EIN0251347607
ReturnHeader/Filer/PhoneNum04106592191
ReturnHeader/Filer/USAddress/AddressLine1Txt05735 INDUSTRY LANE BLDG C NO 101
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId061170FE31941E600C2581A3323EB1F0B1792CA49
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.136.113.242
ReturnHeader/FilingSecurityInformation/IPDt02020-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:22:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABDELLATIF ELMAGHRABI
ReturnHeader/ReturnTs02020-11-09T13:27:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,312,204
Liabilities
$24,464
Net assets
$2,287,740
Revenue
$136,931
Expenses
$133,258
Net income
$3,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.01$2.73$0.31$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.56$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.04$2.31$0.11$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.59$0.82$0.15$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.50$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.02$2.29$0.14$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.16$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.05$2.02$0.12$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.05$2.01$0.23$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.27$2.10$0.36$0.50$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.16$2.18$0.45$0.62$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.08$2.21$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.04$2.17$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.03$2.19$0.41